Practise in Salesforce

Practise CRM data hygiene: moving opportunities to the correct pipeline stage, scoring inbound leads, spotting duplicate records, and routing tickets to the team that owns them.

Exercises

• Pipeline Panic Move opportunities to the correct pipeline stage as their status changes, keeping the forecast honest.
• Lead Scoring Grade inbound leads on fit and intent, and decide which ones are worth a salesperson’s time.
• Dupe Check Spot duplicate records in a customer list where the differences are a middle initial or a trailing space.
• Ticket Routing Read a support ticket and send it to the queue that can actually resolve it, without bouncing it between teams.
• Typing Speed Measure words per minute and accuracy on the vocabulary that fills an ordinary working day.